How to Get Someone to Upload to Your Dropbox

Inquire a client to ship you files over e-mail and information technology'due south just a affair of time before you run into bug like file size limits or lose those email attachments in long threads. There are a few other ways you tin can asking files from clients, and a pop option is to utilize a shared drive like Dropbox.

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What is a Dropbox file request?

Dropbox file requests are an piece of cake way to receive large files from your clients. The Dropbox characteristic is easy for your clients to utilize, and doesn't crave them to have a Dropbox business relationship to submit files.

Hither'south a step-by-step guide on how to use Dropbox to receive files, a couple of things to keep in mind, and another choice to explore if you lot're a business looking for a more powerful file request tool.

How to use Dropbox file requests

1. How to create a Dropbox file request

Y'all need a Dropbox business relationship to create a file asking. Once yous sign up for an account, log in to your Dropbox business relationship.

Under the "files" heading on the left sidebar of the home page, select "file requests".

On the new file requests page, click the blueish "new asking" button on the correct.

A "create new asking" window volition pop up request you lot to fill in some fields.

Hither's what to include in your request to make certain you get the correct files from your clients:

• Title
  This explains what the request is for and will be the default proper name of the binder y'all create within Dropbox.

  It's non a bad thought to exist specific with this proper noun to stay organized. If yous're requesting headshots, for example, name it "Headshot Photos, Baronial 2020".

• Clarification
  The description field in Dropbox is optional, merely if you want to spare yourself a whole lot of back and forth when clients ship you the wrong files, we recommend filling it out with detailed instructions. The more specific, the ameliorate!

  You can specify things like:
  - file type (PNG, not JPEG for case)
  - image size (minimum and maximum pixels)
  - photo orientation (portrait vs landscape)
  - a descriptive notation like "make sure nosotros tin run across your shoulders in the headshots."

• Folder for uploaded files
  This tells you where your clients files will go once they submit them.

  Dropbox selects "file requests" as the default folder, but you can select a different Dropbox folder manually if you click on "change folder".

• Ready a deadline
  Some other optional characteristic with Dropbox is setting a deadline.

  Activate this feature by checking the "gear up a deadline" box.

  When you bank check the box, the window will expand to show you lot 3 more fields.

  Select your borderline date and borderline time by clicking on the downwards arrows next to each field.

  Yous can then choose whether or non you want to let late uploads by that borderline, and if so, how many days late you will accept the file request.

In one case y'all have your fields field in and your options selected, click the blueish "create" button.

Y'all'll receive an automated electronic mail from Dropbox confirming yous've created a file asking and giving you the option to preview it if y'all'd similar. This is what it will wait like.

two. How to share a Dropbox file request

Once you have your new file request set, a window volition pop upwardly titled "share file request".

In the "add a message" space, you lot can add in an optional bulletin for your clients. You might want to include one if your customer isn't familiar with Dropbox yet and y'all want to let them know this e-mail is coming from you lot.

And so, you tin share the file request in one of 2 ways:

• Email
  In the "to" field, you tin can type in your clients email address.
• Share a file request link
  Under "share a link instead" you'll see a long auto-generated link that sends visitors directly to your file asking.

  To use this link, click the white "copy" button and the link volition go copied to your clipboard.

  Y'all may want to share through the link instead if you plan on contacting your client or uploader via some other platform like Slack or Asana.

Click the blue "share" button to send off your file request via email, or the white "washed" button to close the window afterwards y'all've copied the Dropbox file request link to your clipboard.

How to change a Dropbox file request

Create a file request and realize you totally screwed upward with embarrassing typos, forgot to add in the most important spec, or completely blanked on sending information technology to another member on your clients' team? Whoops!

Don't worry, you can still edit your file request fifty-fifty if you've closed off the file request window.

Hither'south how to alter your Dropbox file request:

Render to the "file requests" page in the Dropbox sidebar.

You will see a listing of your "open up" and "closed" requests.

Click on the three dots at the very end of the folder (or requests) row on the right.

You will have the options to:

• Re-create link
  When you click this, the link to your file request will get copied to your clipboard again. You will see a small blackness window popular up at the bottom of your screen confirming it has been copied to the clipboard.
• Share
  Click hither to re-share your request, or share it with more than contacts. The aforementioned "share file request" window will popular up once more asking you to share by email or link.
• Edit
  This is where yous can edit your original file request including the title, description, and deadline.
• Close
  If you no longer need to receive files for your file asking, selecting "close" will shut the asking, and motility it to the "airtight" tab of your file requests.
• Re-open up (on the airtight requests tab)
  If you lot're wondering how to reopen a closed Dropbox file request, select the "closed" tab on your file requests page.

  Click the iii dots at the end of the row.

  Select "re-open".

This will open up your file asking again, and move information technology to the "open" tab of your file requests.

How to upload files to a Dropbox file request

Now let's accept a await at how this all works on your clients' side.

If you've sent your customer the request via email, they'll receive an e-mail from Dropbox that looks like this:

Whether they click the blue push button in the e-mail or access the link y'all sent over elsewhere, they'll encounter your file request consummate with the title the description you wrote in. Information technology'll look like this:

Your customer can now upload to your file request by clicking on the "add files" button. It will give them the option to search for and upload:

• Filed from their reckoner
• Folders from their computer
• Files or folders from their own Dropbox if they have an business relationship

They can also drag and drop files from their reckoner over the Dropbox window.

Once your client has selected their files, the window will await similar this:

While they won't need a Dropbox business relationship to upload files, they volition demand to get out a name and email address in the field at the bottom.

Once they striking the blue "upload" button, they'll get a confirmation that their files went through.

Should they have missed a file, they still get the option to upload more files.

They'll also get an email confirming what they uploaded.

How to view files from a Dropbox file request

Once your client uploads their files to your file request, you'll get an electronic mail from Dropbox letting you know. It'll wait like this and will invite you to view the files:

And smash! You'll run into a list of the files your client has uploaded on your file asking page.

In one case yous're in at that place, there are a couple of actions you can take by clicking on the three dots on the far right.

You tin can:

• Share
  Share this file with someone else on your team, once more via email or link.
• Download
  Select a location on your estimator that you want to save the file to.
• Transport with transfer
  Dropbox transfer lets you deeply transfer large files to anyone and confirm delivery. Offered as an upgrade option, Dropbox lets yous try this feature for free.
• Add a comment
  This volition open upwardly a new window next to the file and give y'all a infinite to exit a annotate. You might use this space to say something like "Got it, thanks!", or mention an issue with the file "Not certain this is the right one?".

  When you leave a comment, it will notify your uploader.

• Star
  Add a star next to the file or folder for easy finding later.
• Version history
  This will prove you a history of versions of the file every bit well as when it was uploaded. It volition come in handy if you've had to ask your client for multiple uploads to make corrections.
• Rename
  Y'all can rename the file if you want to format it in a dissimilar way than your client has. For instance, if your client had the file name as random numbers similar 4566870, yous might alter it to "Headshot_team member name_date" to stay organized.
• Motion
  Move the file or folder elsewhere in your Dropbox
• Copy
  Copy over the file or folder elsewhere in your Dropbox.

Dropbox limitations to consider

Compared to some other shared drives, we recall Dropbox is really great for receiving files because it has a elementary interface, doesn't require uploaders to have a Dropbox account, and has a specific file request feature.

There are a few things to keep in mind if you want to utilise Dropbox to receive files though:

• Approving or rejecting files takes some manual piece of work
  Although Dropbox has a comments feature where you tin can leave feedback on uploaded files, information technology doesn't give you the choice to easily corroborate or reject the uploaded file.

  If a client uploads the wrong version of a file, you'll take to leave them a annotate and hope your client notices Dropbox's automatic email with your comment, or accept matters into your own easily and follow up with the client over e-mail. Bit of a time-waster.

• No congenital-in checklists
  Another limitation of Dropbox is that it doesn't have checklist features where you tin check items off a checklist as the files come up in. Even though you lot come across when a client has uploaded content, yous can't see what's outstanding.
• No email reminder schedules
  Dropbox will transport your clients an email letting them know when a asking has been created. But after that, it won't necessarily follow up regularly. This again requires you to use email to remind or follow upwards with your clients.
• No text inputs
  Shared drives like Dropbox are fabricated for people to upload documents and images. It falls brusk when it comes to collecting text responses. Let's say you want a client to consummate a form, then Dropbox isn't the best solution for that.
• Storage limits and file size limits
  Another matter to keep in mind is what limits come with your Dropbox plan. Dropbox's costless plan starts you up with 2GB of costless storage, from there, yous tin upgrade to dissimilar subscription options for individuals and for businesses, some plans of which offering unlimited storage.

  So if you're going with a free or cheaper programme, you lot'll want to stay on tiptop of cleaning up your files and deleting those you no longer need to make certain you still have the space to collect files.

  Compare Dropbox storage and pricing to other shared binder options hither.

A Dropbox file request alternative

If you're worried about any of these Dropbox disadvantages, then yous might want to consider some other, more than extensive tool for collecting files. And you betcha, it's our very own!

We built Content Snare to overcome the almost common limitations of shared drives and traditional forms. Hither are some features of the platform that volition make your life easier when it comes to requesting files:

• Upload a combination files and text data
  There's no need to rely on 1 platform for files and images, and another for text. Content Snare can be used to collect both types of content. When you set up a request, you lot tin ask for a combination of text, images, video, y'all name information technology.
• Keep rail of files with checklists
  If you lot're a neat freak similar we are, and so you'll love Content Snare'southward built-in checklists that you can create every bit you set up your asking. Rather than creating your own excel sail or jotting it all down on paper, yous tin simply check content off the listing equally it comes in, and be able to run across what's yet missing in a glimpse.

• Approve or reject files as they come in
  Rather than dropping clients a comment or sending followup emails, Content Snare lets you approve or reject files as they come in. This will salve you endless time going dorsum and forth with your clients.

• Automatic and scheduled email reminders
  We mentioned how Dropbox sends out an initial email but won't necessarily transport regular email reminders to clients. When you use Content Snare, y'all can set upwards time periods where the platform volition practise the work to remind your clients to transport over their content.

  Since you lot tin usually spend a skillful 10 minutes at a fourth dimension on reminding clients over email, this is another huge time saver when you add it all up!

• Clients don't demand an account to upload
  Last but not least, we've made life easier for your customer as well and removed any annoying barriers by making sure they can upload to Content Snare without having a Content Snare account.Yep!

If y'all're thinking about switching to Content Snare and have whatever questions, driblet united states a comment and we'll exist sure to answer.

Manage your unabridged file request process with an all-in-one tool

Content Snare helps you asking files, send out reminder emails, corroborate or reject client files, and stay organized with a checklist.

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Source: https://contentsnare.com/dropbox-file-request/

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